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Hi all,
I have just taken a small initial position in SBTX, having been made aware of the company by another investor. I have read the latest research note from Cenkos and it all seems quite positive.
I have read all of the posts on here since Saturday (I can't be bothered to go back much further!) but notice a few mentions of a missing Croda RNS. Can anyone enlighten me as to what this is or will be?
Many thanks!
How do you know Belgrano is not correct? I'd wager we will be pleasantly surprised about the level of subscription take up when we do get the data, say by the interim, if not before. Let's face it, if the "repeat" subscriptions are well ahead of the Cenkos "FY numbers for 2022," then the company must update the market.
SBTX is BE with c1600 subscriptions. The trick is being confident there are enough regular subscriptions with churn rates. Stuart will not take risks by going too early.
Ahh my stalking troll is back doubt we'll get anything of interest from that gentleman.?
And let's not forget those 50,000 on the waiting list!!! Secret source: Coco the clown
Yes know what you mean Cliostock almost as if things are more than very much on plan but hes not allowed to say.
Belgrano, the only thing I needed to hear in that interview was the way SA laughed out loud when Elric said something about investors speculating that the launch wasn’t going as well as was hoped for. It wasn’t a laugh because he found anything funny, I believe it was his way of saying everything without saying anything. Because as we should all know by now, he is not allowed to release sales data.
Good to see our products still being advertised every day on the NPF main website....Also under "I am newly diagnosed".
https://www.psoriasis.org/i-am-newly-diagnosed/
This is not a flash in the pan, by according to Stuart "a very well thought out marketing and business plan building strong foundations,
not a first rodeo, but being completed by those who really know what they are doing."
off with his head!
(oh, hang on, he's lost it already...)
Aquae, not sure 'trader' quite describes my position, as I intend to be with the company for the long term, whilst trying to trade dips and highs in fair chunks via CFD. I do also own some physical SBTX shares bought at 8p, which ain't going anywhere.
Well never say never, and we all know low can always go lower, but could see some serious quantities being mopped up by some of the bigger institutions if this remains where it or drops. We have already seen it happen with this stock so know we have interested parties.
Probably why it is 60% inaccurate then Larus and hence why the bottom is so difficult to call
This is true 50/200 day moving average just crossing, known as a death cross, but quite often by the time the 'death cross' occurs, most of the move has already happened.
You being a trader here researcher I can understand your concern on short term price movements and when the Croda news drops.
My son is a bit of a chartist and told me the following last Thursday "SBTX is still at risk of a death cross. It needs 47p+ tomorrow to avoid it for first thing next week, followed by high 55-60p on Monday (depending on Friday’s trade).
Most technical indicators have about 5-12% accuracy the crosses have around 40%.
The sort of behaviour you get is like what you see at the golden cross (but bullish trend) circled early Jan.
I am not worried about the long term, staggered fall or not it will rise back by March.
Just getting ready to average down should it occur I wouldn’t be surprised with an intra day low of 22p (Worst case: over the course of about 10 days with no RNS and a fall tomorrow and Monday).
The missing Croda RNS could do wonders if it should materialize tomorrow or early next week".
Now I am a long term holder and not a trader in this stock and with two disruptive products on Skins hands have no concern at all about short term price movement, but I would not like to be a trader in this stock but room for us all and good luck with your gamble if you need your money back quickly.
well let's hope the Croda news does drop - as Elrico thinks is likely - as otherwise the wait for numbers will create a shorters' paradise, with arbitrary surges and drops....
P.s. and I’ll not be surprised if we finish in blue today knowing the SP movements during the last trading days…
Completely agree with you.
However, the CRODA news could come any time…
Anyway, it’s easy waiting knowing how strong are the fundamentals :)
Bang on researcher. Eating until March for feedback is the killer.
something of a perfect storm belgrano - firstly the somewhat lacklustre launch, then the Opti sell/placing, then the Omicron factor, then 'sell on news' syndrome (for a no-news RNS), then TW wading in (there is a syndicate who short all his recommendations because he is so useless) and finally SA refusing to give numbers ('because we need to wait 2 months'). That final rationale is a moot point - initial subscription numbers could have been given without Nomad disapproval. I sold when the RNS contained nothing forward-looking, and since bought back at 44p and then doubled down at 39p. Let's see if that holds against the shorters.
I honestly do not know why this is falling, certainly the very latest podcast from Stuart echoes his frustration at the same thing.
Clearly with hindsight the main trigger was the sell by our biggest shareholder which has damaged a lot of SBTX and OPTI shareholders alike, as most long termers are dual holders. Does appear that those who purchased the 3M stock, were not investors just traders who wanted to roll the stock, along with any other holding they had, as price at that time was well above strike price. Investor support just could not accommodate such a large amount of trades so broke south of all support lines. So several million shares were sold not 3, and throw into the pot the fact that our biggest shareholder wanted to sell....this in itself causes loss of supporting confidence. Result is the carnage we have seen, or is it opportunity??
Believe a lot of the bounce was initially traders, who are now exiting like they were bound to do once, they thought it had topped out on the small rise. Other views appreciated as I know we have some really good traders here.
Why this falling? Just raised over 55p a month ago
Seeing some rounded sells again this morning, I'd bet they are just opportunist traders who purchased on the bounce and now leaving.
Previously private for members. It is sometimes worth listening to the older podcast because they can demonstrate how the company has progressed and delivered with the benefit of hindsight, or not on what the company said it would. In SBTX's case, it has delivered on everything it set out to do, and each time, on time, if not ahead of schedule.
https://soundcloud.com/user-957798193-127487236/sets/skinbiotherapeutics-podcasts